Michelle Quay
Michelle Quay is a registered investment advisor at Osaic Wealth, INC., based in Woodstock, GA, with 29 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
233 Arnold Mill Road, Ste. 300, Woodstock, GA, 30188
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michelle is an instructor at Rossfit Refuge, teaching Crossfit a few hours per week since 2010. She is also an Advisor/CEO at Aventurine Wealth Management Inc, spending about 10-20% of her time on financial planning and investment management, with fixed insurance processed through Woodbury.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Csi Retirement Specialists, LLC
LPL Financial LLCBroker
LPL Financial LLC
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Union Brokerage Services, INC.Broker
Wachovia Securities, INC.Broker
Wachovia Brokerage ServiceBroker
Wachovia Brokerage ServiceBroker
Ascend Financial Services, INC.Broker
Wachovia Brokerage ServiceBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.